FFS

Founders Financial Securities Portfolio holdings

AUM $1.47B
1-Year Est. Return 15.3%
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$8.68M
3
+$6.86M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$6.62M
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$6.11M

Top Sells

1
+$8.26M
2
+$6.01M
3
+$5.83M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$5.36M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$4.85M

Sector Composition

1 Technology 7.17%
2 Financials 3.45%
3 Healthcare 2.42%
4 Consumer Staples 2.13%
5 Consumer Discretionary 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.14M 0.44%
131,007
+865
52
$5.02M 0.43%
162,673
+48,084
53
$4.92M 0.42%
18,160
-954
54
$4.87M 0.41%
25,314
+1,710
55
$4.84M 0.41%
93,596
+7,005
56
$4.75M 0.4%
36,328
-149
57
$4.63M 0.39%
28,582
+3,725
58
$4.38M 0.37%
22,147
-11,570
59
$4.35M 0.37%
132,761
+23,070
60
$4.29M 0.36%
30,164
-574
61
$4.29M 0.36%
+84,596
62
$4.26M 0.36%
55,155
-3,106
63
$4.2M 0.36%
14,682
+3,473
64
$4.09M 0.35%
50,735
+17,914
65
$4.08M 0.35%
37,722
+5,151
66
$4.01M 0.34%
39,830
-18,381
67
$3.91M 0.33%
66,366
+56,775
68
$3.84M 0.33%
104,496
-61,156
69
$3.74M 0.32%
15,395
-2,720
70
$3.64M 0.31%
29,205
+1,667
71
$3.54M 0.3%
50,990
-2,751
72
$3.53M 0.3%
3,607
+51
73
$3.44M 0.29%
6,484
+297
74
$3.38M 0.29%
41,413
+33,566
75
$3.38M 0.29%
21,018
+2,032
1 2
3
4 5